Filing Season Finds: Tuesday, February 28

Yesterday, our analysts parsed 125 filings and collected 17,650 data points. In total, they made 2,921 adjustments with a dollar value of $599 billion. In particular, analyst Allen L. Jackson found an unusual item yesterday in Allegheny Technologies (ATI) 10-K.

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Efforts to Kill The Fiduciary Rule Have Only Strengthened It

Interest in “fiduciary” is at an all time high despite efforts to kill the rule. Is all the push back on the rule having a “Streisand Effect”?

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Filing Season Finds: Week Of February 21-25

Last week, our analysts parsed 378 filings and collected 56,507 data points. In total, they made 9,646 adjustments with a dollar value of $5.3 trillion. Analyst Lindsay Bohannon found a few items in Cigna’s 10-K last week that should put the stock back on investors’ radar.

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Fiduciary Duty Can’t Be Killed

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Striking the fiduciary rule down could make it, in the words of Obi-Wan Kenobi, “more powerful than you can possibly imagine.”

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Danger Zone: Palo Alto Networks (PANW)

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The fundamentals of this business make it hard to imagine a scenario where this firm can meet the expectations baked into its lofty valuation. For these reasons and more, Palo Alto Networks is in the Danger Zone this week.

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ICYMI: The “Real” Earnings Season Begins and Model Portfolio Updates

Here’s what happened at New Constructs this past week

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Filing Season Finds: Friday, February 24

Yesterday, our analysts parsed 107 filings and collected 15,764 data points. In total, they made 2,630 adjustments with a dollar value of $1.1 trillion. In particular, analyst Allen L. Jackson found an unusual item in Town Sports International Holdings (CLUB) 10-K.

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Filing Season Finds: Thursday, February 23

Yesterday, our analysts parsed 92 filings and collected 13,987 data points. In total, they made 2,451 adjustments with a dollar value of $1.6 trillion. Analyst Hunter Gray found an unusual item in Advanced Micro Devices’ (AMD) 10-K.

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“Fiduciary Duty Can’t Be Killed” – WealthManagement Op/Ed

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On Wednesday (2/22/17), WealthManagement.com featured our op/ed on why the fiduciary rule can’t be killed and how efforts to stop the rule may only make it stronger.

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Safest Dividend Yields Model Portfolio: February 2017

Platinum Members and higher can access February’s Safest Dividend Yields Model Portfolio as of Thursday, February 23.

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Filing Season Finds: Wednesday, February 22

Yesterday, our analysts parsed 56 filings and collected 7,941 data points. In total, they made 1,335 adjustments with a dollar value of $351 billion. In particular, analyst Hunter Gray found an unusual item in Phillips 66’s (PSX) 10-K.

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New Stocks on Exec Comp & ROIC Model Portfolio: February 2017

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Our Exec Comp Aligned With ROIC Model Portfolio (+3.0%) outperformed the S&P 500 (+2.3%) last month. Get a free look at one of the new stocks on February’s Model Portfolio.

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Danger Zone: SunOpta (STKL)

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Significant competition, lagging margins, and an overvalued stock price make it hard to justify any bull case involving this week’s Danger Zone.

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The Real Earnings Season Starts Now

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Corporate earnings season may be winding down, but the real earnings season—annual 10-K filing season—starts today.

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ICYMI: Model Portfolio Updates & Sector & Style Ratings Recaps

Here’s what happened at New Constructs this past week

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Exec Comp Aligned With ROIC Model Portfolio: February 2017

Platinum Members and higher can access February’s Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, February 15.

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ICYMI: Snapchat’s IPO: Should You Buy? & New Stocks in our Model Portfolios

Here’s what happened at New Constructs this past week

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New Stocks on Most Attractive/Most Dangerous: February 2017

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20 out of the 40 Most Attractive stocks outperformed the S&P 500 in January and our Most Dangerous Stocks (-0.8%) outperformed the S&P 500 (+0.4%) last month. Get a look at two additions to this month’s model portfolio.

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Cheap Funds Dupe Investors – 1Q17

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund.

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Podcast: Why Snap Inc. Is In The Danger Zone

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CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Snap Inc. (SNAP).

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